Personal Information
Sector
Technology / Software / Internet
Sitio web
www.iress.com
Acerca de
The leading supplier of technology for wealth management, financial markets and the mortgage industry.
Etiquetas
technology
fintech
financial adviser
wealth management
financial services
iress
software
digital advice
adviser technology
wealth managers
robo-advice
finance
financial planning
digital
investment management
investment
financial markets
investors
investing
robo
cx
customer experience
training
gdpr
mifid
europe
financial advice
xplan
regulations
omni channel
financial planner
market research
compeer
client engagement
research
mortgage sales and originations
lenders
regulation
data
money marketing
tech
personal finance
artificial intelligence
predictions
innovation
regtech
cryptocurrencies
bots
blockchain
bitcoin
digital strategy
ipo
dpd
data privacy
information security
email marketing
privacy
market
update
scalability
efficiency
market data solutions
market data
digital transformation
bsa conference
mortgages
#fintech #technology #advice #intermediary #financ
middle offce
front office
back office
legacy
automation
multi channel
#paraplanners #fintech #technology #advice
goals
lifestyle
cisi
brexit
client
report
hnw
findings
engagement
apps
itac
tradingsolutions
jse
solutions
clearing
integratedtradingandclearing
jseitac
trading
conference
securities
goodacre
market analysis
trends
advice
mortgage lenders
mortgage efficiency survey 2016
survey
mso
mortgage trends
insight
mmr
digitalistaion
mortgage efficiency survey
avelo
pensions
roboadvice
mark loosmore
software development
chris pitt
business
rdr
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Presentaciones
(28)Personal Information
Sector
Technology / Software / Internet
Sitio web
www.iress.com
Acerca de
The leading supplier of technology for wealth management, financial markets and the mortgage industry.
Etiquetas
technology
fintech
financial adviser
wealth management
financial services
iress
software
digital advice
adviser technology
wealth managers
robo-advice
finance
financial planning
digital
investment management
investment
financial markets
investors
investing
robo
cx
customer experience
training
gdpr
mifid
europe
financial advice
xplan
regulations
omni channel
financial planner
market research
compeer
client engagement
research
mortgage sales and originations
lenders
regulation
data
money marketing
tech
personal finance
artificial intelligence
predictions
innovation
regtech
cryptocurrencies
bots
blockchain
bitcoin
digital strategy
ipo
dpd
data privacy
information security
email marketing
privacy
market
update
scalability
efficiency
market data solutions
market data
digital transformation
bsa conference
mortgages
#fintech #technology #advice #intermediary #financ
middle offce
front office
back office
legacy
automation
multi channel
#paraplanners #fintech #technology #advice
goals
lifestyle
cisi
brexit
client
report
hnw
findings
engagement
apps
itac
tradingsolutions
jse
solutions
clearing
integratedtradingandclearing
jseitac
trading
conference
securities
goodacre
market analysis
trends
advice
mortgage lenders
mortgage efficiency survey 2016
survey
mso
mortgage trends
insight
mmr
digitalistaion
mortgage efficiency survey
avelo
pensions
roboadvice
mark loosmore
software development
chris pitt
business
rdr
Ver más